This ascertainable standard is frequently used by estate planners to determine how and when a trustee may make distributions, ...

A beneficiary is someone who receives a financial asset that was once owned by someone else. Choosing beneficiaries helps ...

An important estate planning decision that you could face when setting up a living trust is choosing a trustee or trustees to ...

A CRUT works by distributing a fixed percentage of the trust's value to beneficiaries annually, which can vary based on the ...

I want to have a plan in place to make sure my daughter is taken care of if I die, so I'm making setting up a trust a ...

Communication is another key responsibility for trustees. They must keep beneficiaries informed about the trust's financial status and any significant changes. Ultimately, the decision to appoint ...

many clients may have a renewed interest in naming a trust or their estate as their retirement account beneficiaries. After all, trusts are commonly used to simplify a distribution of assets ...

Recent changes in the law affect estate planning and could provide a template for our New Jersey legislature to improve ...